Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Graue is an investment advisor representative and financial advisor with over 40 years of experience. Robert Scott Graue is currently registered with Robert W. Baird & Co. Inc. in Bellevue, Washington. Robert Scott Graue has previously worked at MCADAMS WRIGHT RAGEN, INC. and WELLS FARGO ADVISORS, LLC. Robert Scott Graue specializes in retirement planning, portfolio management, and investment advisory services. Robert Scott Graue holds the Series 63, Series 65, Series 7, and SIE licenses. Robert Scott Graue is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Bellevue WA)
WA
05/22/2009 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (BELLEVUE WA)
WA
01/01/2008 - 05/27/2009
WELLS FARGO ADVISORS, LLC (KIRKLAND WA)
WA
03/13/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KIRKLAND WA)
NY
12/21/1982 - 03/28/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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